Title: 5 Features Why Dynamics CRM 365 is Perfect for Any Enterprise
15 Features Why Dynamics CRM 365 is Perfect for
Any Enterprise
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A loyal customer base is one of the most
important aspects of a successful company. And
it is necessary to build a relationship with
them and understand their needs. For any
organization, managing customers data is
crucial. To handle such data and build
relationships with customers, a powerful CRM is
all you need. Today, it's difficult to choose the
right option for you as there are plenty of
options available.
2sales_at_crmjetty.com most used
Microsoft Dynamics 365 is one of the
- enterprise-level CRM. Many organizations are
choosing Dynamics 365 because of its
feature-rich functionality. - Microsoft launched it at the end of 2016. It has
new and enhanced tools to help increase your
sales, better your marketing efforts and
simplify the customer service process. - With Dynamics 365, your employees become more
productive as well. It provides deeper insights
into performance, customer relationships and
opportunities. Additionally, it is easy to
integrate with your companys business structure. - Overall, its a powerful solution to manage all
your business aspects. - There are many reasons to use Microsoft 365 but
let's look at some of the features which make it
stand out of the crowd. An insight into why it
is the first choice of many business owners. - Sales
- This helps you and your sales team to manage the
sales workflows and drive in more sales. With
its process-driven
module, you can conversion process.
simplify your lead qualification and
Also, it helps to understand your
customers on a deeper level.
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- Marketing
- It offers you the ability to manage leads,
contacts, and campaigns. The best part is that
it includes customers, prospect segmentation,
and planning of marketing campaigns with a
proper workflow. It helps in providing analytics,
reporting and easy collaboration between
marketing and sales. - Customer Service
- You can easily manage your service phase of the
customer lifecycle using this CRM. Its a
powerful system that unifies the whole
experience of your customers. The best part is
that it has streamlined customer service process
that helps you to deliver strong and efficient
customer care. - Field Service
- This module is for companies having field service
technicians. It offers features like project
management, scheduling, routing, work orders,
contract management, inventory, and return
capabilities. Moreover, CRM mobile application
makes it easy for technicians to access these
features on the go. So, if your company has
field technicians then this is a must have
feature for you. As it provides ease to you as
well as your technicians. - Project Service
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- This module is for project-based businesses. It
has tools like project planning, resource
scheduling, time and expense management, and
service analytics. Using this tool, you can know
project-wise performance in brief. To get the
best of this module, you can easily integrate it
with Microsoft Project. - Now lets look at some of the most unique selling
points of Microsoft Dynamics CRM which sets it
apart from other CRM platforms. - Integration
- This CRM easily integrates with the other
Microsoft products like Office 365 and Dynamics
365 apps. It helps you to increase productivity
and performance. - The integration with Outlook will help you to
view existing customer information, sales
activities, opportunity information, track
outlook emails in your outlook screen, etc. You
can easily perform CRM tasks such as adding new
leads, tasks, appointments or calls in your
customer record. - It becomes easy to share customer data from
Dynamics 365 to Microsoft Excel Sheet or Word.
You can export data from Dynamics 365 to Power
BI for analyzing and decision making. - Power Apps
- This tool gives you the opportunity to build
custom applications without the need of
technical expertise or code.
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- Its integration with all Microsoft products
including Office 365 makes it easy to leverage
data and deploy it. - LinkedIn Sales Navigator Application Platform
(SNAP) - In 2016, Microsoft purchased LinkedIn. This makes
integration of Dynamics 365 and LinkedIn
seamless. This helps you to search the LinkedIn
network for leads and save them directly as CRM
records. It also recommends you with leads based
on your searches and makes it easy to view
profiles while searching for capable candidates. - Portals
- Portals, especially customer portals, are an
essential part if you are growing your business.
They help you to provide better customer service
by being available 24/7 for your customers.
Microsoft provides a variety of Dynamics CRM
portals to complement that functionality. - There are many companies that develop customized
portals that you can integrate with your
Dynamics CRM. - Any good Dynamics 365 customer portal will have
features like knowledge base, chat support to
resolve queries, etc. and would be fully
scalable as well. And if you are using WordPress
as your CMS, then there is a Dynamics CRM
WordPress customer portal available in the
market.
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Conclusion Did these benefits encourage you to
try out Dynamics 365 and its powerful tools? Use
it with other tools like Dynamics 365 portals,
integrations, etc. to grow your business and
customer base.
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